+28.7%
SHOP vs BIYA
-99.8%
+128.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | 0.0% | -7.6% | -7.6% |
| 7D | -4.1% | +2.7% | -6.8% | -4.1% |
| 30D | -11.5% | -18.7% | +7.2% | -11.4% |
| 3M | +21.1% | -72.0% | +93.1% | +20.1% |
| 6M | +3.0% | -86.4% | +89.4% | +3.0% |
| YTD | -16.7% | -94.2% | +77.5% | -15.9% |
| 1Y | -8.3% | -98.4% | +90.1% | -5.0% |
| All | +28.7% | -99.8% | +128.4% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BIYA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling